Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Safety First?
By: CAIA CEO Bill Kelly. Dateline, Guoliang Tunnel Road in China. This stretch of highway is…
Educational Alpha
The Irrelevance of Dodd-Frank & Memories of the Crisis
There has been some political excitement of late concerning the repeal of part of the Dodd-Frank statute,…
Risk Management, Hedge Funds
Eurekahedge on Japan as an Investment Mandate
Eurekahedge has recently concluded its fifth annual survey of asset managers with mandates to invest in Japan…
State of the Industry, Asset Allocation
Greenwich Associates on Exchange-Listed Options
Greenwich Associates has produced research, commissioned by the Options Industry Council, about the way…
Risk Management
The All-Inclusive Buffet
By: Bill Kelly, CEO, CAIA Association We have all seen it. The Sunday brunch, the Caribbean vacation, or…
Educational Alpha
Private Debt and Impact Investors
A new study by the Symbiotics and GIIN research teams looks at private debt impact funds (PDIFs); that is, “…
State of the Industry, ESG
KPMG on Real Estate Funds
The outsourcing of fund administration tasks in real estate is not a new idea. But, as KPMG says in a new…
Risk Management, Real Estate
Operating Expenses, Strategies, and Scale
Meketa Investment Group has issued a paper on the state of hedge fund operating expenses, the point of which…
Asset Allocation, Hedge Funds, Manager Selection
A Microfinance Fund for Central Java, Indonesia
Blossom Finance, an investment consultancy that describes its business model as “commercial financing with…
State of the Industry, ESG, Emerging Asset Classes, Access to Alternatives
Distressed Digital Exchanges as Buyout Targets
Tanzeel Akhtar has written a story for BraveNewCoin in which she discusses the availability of distressed…
State of the Industry, Emerging Asset Classes, Access to Alternatives
Crowdfunding in the Absence of Liquidity Constraints
A forthcoming issue of the Journal of the European Economic Association will carry a study arguing that…
State of the Industry, Emerging Asset Classes
The CBOE and VIX: The Appearance of Manipulation
On April 23, 2018, the chairman and the president of the Chicago Board Options Exchange issued an open letter…
Asset Allocation
Thoughts on the European Regulation on Short Selling
A new paper by Marco Dell’Erba and Giovanni Patti takes a look at a recent crisis involving the stock of the…
State of the Industry, Hedge Funds, Access to Alternatives
Revising the ICAPM to Reflect Effects of Style Investing
A recent paper by Michael Stutzer, of the University of Colorado at Boulder, Leeds School of Business,…
Risk Management, Asset Allocation
The Role Dividends Can Play in International Equity Investing
Summary Dividend yielding stocks can make a meaningful contribution to a portfolio in international markets…
Hedge Funds